About Geraldine Carter

Now that we have SEO out of the way, here’s the backstory.

I come from business-owning parents.

I'm a business-owning parent.

I know what it's like to give your business 80-hour weeks.

You love it, and you want it to thrive.

And I know how hard it is to find the line – when to stop working and call it a day.

In my first business, I worked so hard that I burned out and had to walk away.

I started my second business, this one, after I had kids.

I knew my approach had to be different.

It was better, but it wasn't always perfect.

By year four, it was really getting traction.

Client count up, podcast listeners up, revenue growing.

But I was barely keeping up with my to-do list.

One Saturday I took my kids to the playground so I could hotspot while they ran around.

One of them got hit in the head with a swing and came to me crying hard, bleeding.

I was more annoyed than I was sympathetic.

Not a proud-mom moment.

I knew in that moment I needed a different way to run my business.

I needed a framework for keeping the revenue where I needed it, doing good work for clients, and knowing where to draw the line, so I could be present for my kids.

So I built it:

1. Reevaluate your client roster.

2. Set your boundaries.

3. Fix and improve your prices.

4. Take your best clients with you.

5. Optimize your systems.

It made a world of difference in my practice.

Now I help CPAs and EAs put it to work in their firms, and it changes the game.

The CPAs in my VIP Lounge, my advanced program for firm owners who have their firms under control, write in all the time:

"Can't make the call this week. I'm in Tuscany."
"Can't make the call this week. I'm on a cruise in Alaska."
"Can't make the call this week. I'm at the cabin."
"Can't make the call this week. I'm on a cruise in the Mediterranean.”
“I’ll be out the whole month of July. Off-grid in the Yukon.”

They're skipping the call because they’re somewhere cool.

The money comes in.

Their clients get taken care of.

The difference is that they work normal hours, have boundaries, and have time for the things they love.

I walk the walk.

Every year, I go to France for a month.

This summer, I went for ten weeks with my whole family, and my kids came home speaking French.

Run your business this way, and it will change your life.

I don't work from the playground anymore.

I don’t want you to, either.

And you don’t need to.

Join us, and let us help you get your work under control so you can enjoy life again.